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Delete a meeting from a Salesforce Button

Justin Dosio
  • Updated

The purpose of this article is to help Admins create a custom "Cancel" or "Delete" button in the Salesforce Event that Chili Piper creates. Once live, the button will allow your Chili Piper Users to remove a meeting from your users' calendar via a click of a button. 

Notes: 

  • The button will not work for meetings not booked with Chili Piper 
  • The button will not work if the user attempting to click the button is not a Chili Piper User

This button will allow any Chili Piper user the ability to cancel a button. If you want to limit which users are able to cancel meetings, you may not want to include this button on that user's SFDC Page Layout. 

We also have a Public Cancel URL which can be used by either prospects or anybody on your team with access to the URL which will delete/cancel a meeting as well. Click here for more info.

Steps

Salesforce Classic:

  1. Navigate to "Setup" in Salesforce
  2. Go to the "Event Buttons and Links" section
    1. Build -> Customize -> Activities -> Event Buttons and Links
  3. Click "New Button or Link"
  4. Configure the Button using the following data:
    1. Label: Cancel (or Delete) - Your call!
    2. Name: Cancel (or Delete)
    3. Display Type: Details Page Button
    4. Behavior: Display in new window
    5. Content Source: URL
    6. Select Field Type: Event
    7. Link to Add:  
      https://api.chilipiper.com/cancel/{!CASESAFEID(Event.Id)}

      1. The public cancel URL with the following structure (this allows any user, not necessarily a logged in Chili Piper user, to cancel an event):

         https://subdomain.chilipiper.com/book/cancel/{!CASESAFEID(Event.Id)}
    8. Link Encoding: Unicode (UTF-8)
  5. Click Save. 

Your button setup should match the picture below.

mceclip0.png

Add button to Event Layout

Navigate to Customize -> Activities -> Event Page Layouts . “Edit” the Event Page Layout.

From the Buttons category in the palette, drag "Cancel" into the Custom Buttons area on the page layout.

Lightning view:

  1. Navigate to "Setup" in Salesforce
  2. Go to the "Object Manager" and select "Event," then "Button, Links, and Actions" 
    1. Event -> Button, Links, and Actions 
  3. Click "New Button or Link"
  4. Configure the Button using the following data:
    1. Label: Cancel
    2. Name: Cancel
    3. Display Type: Detail Page Button
    4. Behavior: Display in new window
    5. Content Source: URL
    6. Select Field Type: Event
    7. Link to Add:  
      https://api.chilipiper.com/cancel/{!CASESAFEID(Event.Id)}
    8. Link Encoding: Unicode (UTF-8)
  5. Click Save. 

Your button setup should match the picture below.

mceclip1.png

Add button to layout

Navigate to Setup -> Object Manager -> Event -> Page Layouts . “Edit” the Event Page Layout.

From the Buttons category in the palette, drag "Cancel" into the Custom Buttons area on the page layout.

End Result

The Button you created should appear in your events. 

In Lightning you also must create a page layout to display more than three buttons.

Classic view:

Lightning view:

Clicking the Button:

When you click the button, if it is successfully deleted, you will see the message: "Event was successfully canceled". 

Tracking when a meeting is canceled

Remember that you have the ability to cancel/delete an event from the Google or Outlook Calendar but keep the event in Salesforce for tracking. 

To do this, remember to add the custom field "Canceled_CP" to your Salesforce and disable the setting within CRM - Workspace Preferences "If a meeting is deleted in Google/O365, delete the meeting in Salesforce as well" then Chili Piper will check the field within Salesforce so you know the event was canceled. 

Here's the Custom Field you need to add to "Activity Custom Fields"

And here's the setting to make sure you uncheck if you want the Event to stay in Salesforce:

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